App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Neat vs Canopy Comparison

Add to Compare

Compare similar apps

TaxDome logo

TaxDome

4.7

Shoeboxed logo

Shoeboxed

4.4

Karbon logo

Karbon

4.7

Jetpack Workflow logo

Jetpack Workflow

4.8

ActivityHD logo

ActivityHD

4.7

Morningmate logo

Morningmate

4.9

Good recommendations?

Canopy logo

Canopy

85pts

Overview

Neat is your all-in-one small business accounting and bookkeeping software that replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Try for free today!

Category Leaders

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

288

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

40

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.0

101

5

4

3

2

1

53

23

10

3

12

  • Value for money
  • Ease of use
  • Features
  • Customer support
77%
would recommend this app

4.5

223

5

4

3

2

1

147

60

6

4

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

The ability to scan and classify, assign categories to each document is really good. It makes the work quicker and fun.
I love how I can directly scan my receipts into Quicken Home and Business. I love that it is so easy to use and that I can choose a plan that fits my needs/budget.
I look forward to future updates and improvements. Like i said, its an amazing idea, and i love it now that i know what the limits are.

Pros

I love the client portal as well as the transcript feature. My clients like the ease and security of the portal, and being able keep all their documents in one place is a wonderful feature.
We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.
I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.

Cons

Eventually, the support team gave up on the problems and we were obliged to revert back to dealing with the corporate management. The data was lost and was never recovered.
Perhaps someone will either buy this company, fire all the developers, or do their own similar program. Personally I consider it the worst purchase I ever made.
Customer support is quick to blame me for the issues. I lost an entire months work (that was scanned and shredded, and is no longer visible in my neat files. The items are there, the scan is gone.).

Cons

After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.
Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.
Customer Service is Terribly - This Company is too new to meet deadlines.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features47
  • @mentions
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Business Process Automation
  • CPA Firms
  • CRM
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • Employee Management
  • Expense Claims
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multiple Projects
  • Nonprofits
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Payment Reconciliation
  • Payroll Management
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Spend Management
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Transaction History
  • Vendor Management
  • Version Control
  • Workflow Management
  • Total features127
  • @mentions
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Business Process Automation
  • CPA Firms
  • CRM
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • Employee Management
  • Expense Claims
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multiple Projects
  • Nonprofits
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Payment Reconciliation
  • Payroll Management
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Spend Management
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Transaction History
  • Vendor Management
  • Version Control
  • Workflow Management

Integrations

  • Total integrations10
  • Asana
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Teams
  • Okta
  • OneDrive
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Total integrations15
  • Asana
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Teams
  • Okta
  • OneDrive
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier